JPMorgan Chase & Co. $JPM Shares Sold by Independent Solutions Wealth Management LLC

Independent Solutions Wealth Management LLC reduced its position in shares of JPMorgan Chase & Co. (NYSE:JPM) by 46.1% during the 4th quarter, Holdings Channel.com reports. The firm owned 5,453 shares of the financial services provider’s stock after selling 4,672 shares during the quarter. Independent Solutions Wealth Management LLC’s holdings in JPMorgan Chase & Co. were worth $1,757,000 at the end of the most recent quarter.

Several other hedge funds also recently modified their holdings of the company. Legal & General Group Plc boosted its stake in shares of JPMorgan Chase & Co. by 3.3% during the 3rd quarter. Legal & General Group Plc now owns 18,908,978 shares of the financial services provider’s stock worth $5,964,459,000 after purchasing an additional 607,025 shares during the last quarter. Fisher Asset Management LLC lifted its holdings in shares of JPMorgan Chase & Co. by 2.3% during the 3rd quarter. Fisher Asset Management LLC now owns 15,722,443 shares of the financial services provider’s stock worth $4,959,330,000 after acquiring an additional 347,033 shares during the period. Invesco Ltd. lifted its holdings in shares of JPMorgan Chase & Co. by 2.3% during the 3rd quarter. Invesco Ltd. now owns 14,655,153 shares of the financial services provider’s stock worth $4,622,675,000 after acquiring an additional 322,735 shares during the period. Boston Partners lifted its holdings in shares of JPMorgan Chase & Co. by 2.3% during the 3rd quarter. Boston Partners now owns 7,492,763 shares of the financial services provider’s stock worth $2,360,045,000 after acquiring an additional 168,184 shares during the period. Finally, California Public Employees Retirement System lifted its holdings in shares of JPMorgan Chase & Co. by 19.6% during the 3rd quarter. California Public Employees Retirement System now owns 6,615,749 shares of the financial services provider’s stock worth $2,086,806,000 after acquiring an additional 1,082,913 shares during the period. 71.55% of the stock is owned by institutional investors and hedge funds.

JPMorgan Chase & Co. Trading Up 0.0%

NYSE JPM opened at $306.49 on Tuesday. JPMorgan Chase & Co. has a one year low of $256.00 and a one year high of $337.25. The company’s 50 day moving average price is $301.33 and its 200 day moving average price is $307.10. The company has a debt-to-equity ratio of 1.30, a quick ratio of 0.86 and a current ratio of 0.86. The firm has a market capitalization of $821.25 billion, a price-to-earnings ratio of 14.68, a PEG ratio of 1.49 and a beta of 1.03.

JPMorgan Chase & Co. (NYSE:JPM) last posted its quarterly earnings results on Tuesday, April 14th. The financial services provider reported $5.94 EPS for the quarter, beating the consensus estimate of $5.50 by $0.44. JPMorgan Chase & Co. had a net margin of 20.66% and a return on equity of 17.54%. The firm had revenue of $50.54 billion for the quarter, compared to analyst estimates of $48.30 billion. During the same quarter last year, the firm posted $5.07 earnings per share. JPMorgan Chase & Co.’s revenue for the quarter was up 10.0% compared to the same quarter last year. On average, sell-side analysts predict that JPMorgan Chase & Co. will post 22.43 EPS for the current year.

JPMorgan Chase & Co. Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Friday, July 31st. Shareholders of record on Monday, July 6th will be given a $1.50 dividend. The ex-dividend date of this dividend is Monday, July 6th. This represents a $6.00 annualized dividend and a yield of 2.0%. JPMorgan Chase & Co.’s dividend payout ratio (DPR) is 28.74%.

Insider Activity

In other JPMorgan Chase & Co. news, General Counsel Stacey Friedman sold 5,468 shares of the stock in a transaction that occurred on Wednesday, May 20th. The shares were sold at an average price of $300.27, for a total value of $1,641,876.36. Following the completion of the sale, the general counsel owned 46,428 shares of the company’s stock, valued at $13,940,935.56. This trade represents a 10.54% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, COO Jennifer Piepszak sold 4,919 shares of the stock in a transaction that occurred on Tuesday, May 5th. The shares were sold at an average price of $309.42, for a total transaction of $1,522,036.98. Following the completion of the sale, the chief operating officer directly owned 85,082 shares of the company’s stock, valued at $26,326,072.44. This trade represents a 5.47% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 28,589 shares of company stock worth $8,747,496 over the last three months. Insiders own 0.41% of the company’s stock.

JPMorgan Chase & Co. News Summary

Here are the key news stories impacting JPMorgan Chase & Co. this week:

• Positive Sentiment: JPMorgan and other major U.S. banks cleared the Fed and FDIC review of their 2025 living wills, removing a key regulatory concern and reinforcing confidence in the bank’s capital and resolution planning. JPM, WFC & Others Clear Key Regulatory Hurdle on Living Wills
• Positive Sentiment: The company also declared a quarterly dividend of $1.50 per share, underscoring its strong cash generation and shareholder-return profile, which can support demand from income-focused investors. JPMorgan Chase & Co. (JPM) Declares Quarterly Dividend of $1.50 per Share
• Positive Sentiment: J.P. Morgan Asset Management announced cash distributions for its ETFs, keeping JPMorgan’s asset-management franchise in the spotlight and highlighting steady fee-driven business activity. JPMorgan Announces Cash Distributions for the JPMorgan ETFs
• Neutral Sentiment: JPMorgan remains a widely watched bank stock, with recent search interest and broader coverage suggesting investors are still focused on its earnings power, valuation, and regulatory posture. Investors Heavily Search JPMorgan Chase & Co. (JPM): Here is What You Need to Know
• Neutral Sentiment: JPMorgan is also drawing attention for its push into security-related sectors and AI-enabled operations, but these longer-term initiatives are unlikely to move the stock sharply in the near term. JPMorgan Chase Targets Security Sectors And AI As Valuation Draws Attention

Wall Street Analysts Forecast Growth

Several research analysts have recently weighed in on JPM shares. Evercore increased their price objective on shares of JPMorgan Chase & Co. from $320.00 to $340.00 and gave the stock an “outperform” rating in a report on Friday, April 17th. Zacks Research lowered shares of JPMorgan Chase & Co. from a “strong-buy” rating to a “hold” rating in a report on Wednesday, April 8th. Keefe, Bruyette & Woods reiterated an “outperform” rating on shares of JPMorgan Chase & Co. in a report on Tuesday, February 24th. Dbs Bank upgraded shares of JPMorgan Chase & Co. to a “hold” rating in a report on Tuesday, May 12th. Finally, Autonomous Res cut their price objective on shares of JPMorgan Chase & Co. from $360.00 to $324.00 and set a “neutral” rating on the stock in a report on Monday, April 6th. Fifteen research analysts have rated the stock with a Buy rating and fifteen have issued a Hold rating to the stock. Based on data from MarketBeat.com, JPMorgan Chase & Co. presently has a consensus rating of “Moderate Buy” and an average target price of $339.08.

JPMorgan Chase & Co. Company Profile

JPMorgan Chase & Co (NYSE: JPM) is a diversified global financial services firm headquartered in New York City. The company provides a wide range of banking and financial products and services to consumers, small businesses, corporations, governments and institutional investors worldwide. Its operations span retail banking, commercial lending, investment banking, asset management, payments and card services, and treasury and securities services.

The firm’s principal business activities are organized across several core lines: Consumer & Community Banking, which offers deposit accounts, mortgages, auto loans, credit cards and branch and digital banking under the Chase brand; Corporate & Investment Banking, which provides capital markets, advisory, underwriting, trading and risk management services; Commercial Banking, delivering lending, treasury and capital solutions to middle-market and corporate clients; and Asset & Wealth Management, which offers investment management, private banking and retirement services to institutions and high-net-worth individuals.